Minneapolis Tax Planning

Tax planning is a vital component of a successful business. At Smith Schafer’s Minneapolis office, we work with business owners to create a financially-sound tax plan so you can achieve your financial goals. 

Create a strategy. Gain value beyond the next tax return.

A tax plan should be a component of your overall financial goals. It lays out financial decisions, how to reduce taxes liability and increase income. Understanding new tax laws, deductions and credits are all important aspects of a tax plan.

Tax planning is a year-round process and a separate service from tax preparation. It is something a lot of business owners do not take advantage of, but we recommend because it may help minimize tax liability on next year’s tax return by planning ahead. It may mean meeting with your CPA on a quarterly basis, but generally the tax benefit is worth it.

Our Experience

We opened our first Twin Cities location in the 1980s. We have over 45 years of experience helping businesses, in numerous industries, effectively tax plan. Our Minneapolis office professionals will work closely with you to evaluate your situation and recommend the best approach to lower tax liability, maximize savings from allowable deductions and take advantage of available tax credits so you can focus on growing your business.

Business Tax Services:

  • Tax Minimization
  • Tax Projections & Estimated Tax Payments
  • Tax Credit Analysis & Preparation
  • Year-end Planning
  • Merger & Acquisitions
  • Cost Segregation Studies
  • Cash Flow Planning
  • Succession Planning
  • Retirement Planning Gifting
  • Corporate Structuring & Restructuring
Smith Schafer’s Minneapolis office specializes in tax planning for local businesses. You can trust their knowledge and thorough review of your tax situation.

Business Tax Resources

2022 IRS Backlogs & Taxpayer Service Updates

2022 IRS Backlogs & Taxpayer Service Updates

The IRS has been busy. In the past two years, the agency has processed trillions of dollars in pandemic relief funds, adjusted to often-changing tax deadlines, and dealt with several complex new tax laws. At the same time, funding was 20 percent lower than in 2010. Understaffed is the understatement of the century.

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Relief for Employee Retention Tax Credit Penalties

Relief for Employee Retention Tax Credit Penalties

The Employee Retention Tax Credit (ERTC) helped employers bolster cash flow and avoided layoffs during the most uncertain periods of COVID. The confluence of state issued forced business closures and stay at home orders created adverse conditions for many Minnesota companies. The program provided a desperately needed capital infusion to struggling businesses.

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